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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $780,306 | $275,752+183.0% | $256,809+203.8% | $198,609+292.9% |
| Participation rate | 75.0% | 89.2%-14.2pp | 88.5%-13.5pp | 82.4%-7.4pp |
| Annual return | -1.81% | 34.81%-36.6pp | 32.73%-34.5pp | 202.70%-204.5pp |
| Employer contribution / active EE | $14,169 | $7,721+83.5% | $7,263+95.1% | $5,055+180.3% |
| Participant deferral / active EE | $31,787 | $10,037+216.7% | $9,520+233.9% | $6,977+355.6% |
| Admin fee / account holder | $480,640 | $25,716+1769.0% | $25,146+1811.4% | $19,030+2425.7% |